Formerly known as Planned Giving Round Table of Arizona
Tuesday, April 11, 2023
4:00pm - 5:00pm
"Are You Getting What's Coming to You?"
Gift Planning Officers
You've just started your new job "as a gift planner" or "which includes Gift Planning." One of your tasks is to comb the database and become familiar with current known bequests. But where else should you be looking? We'll give you clues on who to talk to, what to ask, and how to build a process that honors the donor and keeps your organization in compliance.
Arizona Charitable Gift Planners